Filer Snapshot

AXXCESS WEALTH MANAGEMENT, LLC

CIK 0001911056. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

24

Latest Filing

29 Apr 2026

Industry

n/a

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  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 29 Apr 2026 for CIK 0001911056.

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Business address
6005 Hidden Valley Road, Suite 290, Carlsbad, CA, 92011
Top securities (13F)
AGG, AAPL, JPST, SPDW, NVDA, MSFT, BIL, GSY, IJH, VOO, AMZN, IAU, IJR, AVGO, GOOGL, PAVE, IVV, JPM, SPY, and GSLC
Top holdings (Schedule 13G)
PSQH
State of incorporation
DE
Fiscal year end
31 December

Filer intelligence

What SEC filings say about AXXCESS WEALTH MANAGEMENT, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $3.12B across 372 reported holdings for Q1 2026.
  • Largest parsed 13F holding: AGG at $177.61M.
  • 1 recent 13D/G stake row found; top row is PSQH at 0% ownership.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 372 rows

Quarterly institutional portfolio holdings.

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13D/G stakes 1 rows

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 29 Apr 2026

AGG

5.7%

Ishares Tr

$177.61M

AAPL

4.4%

Apple Inc

$136.18M

JPST

3.8%

J P Morgan Exchange Traded F

$117.42M

SPDW

3%

Spdr Index Shs Fds

$93.83M

NVDA

2.8%

Nvidia Corporation

$88.4M

13D/G large-stake context

PSQH

31 Dec 2024 ยท PSQ Holdings Inc Class A

0%
Issuer page 13D/G history

Latest update

What changed recently for AXXCESS WEALTH MANAGEMENT, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

29 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 29 Apr 2026.

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Benchmark Context

Benchmark context for this company

AXXCESS WEALTH MANAGEMENT, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Filer Overview

AXXCESS WEALTH MANAGEMENT, LLC has filed 24 SEC EDGAR filings since 11 Aug 2022. Common forms include 13F-HR, 13F-HR/A, N-PX, SCHEDULE 13G/A and more.

AXXCESS WEALTH MANAGEMENT, LLC SEC filings AXXCESS WEALTH MANAGEMENT, LLC 13F portfolio AXXCESS WEALTH MANAGEMENT, LLC 13D/G history

Latest Filings

Recent SEC filings for AXXCESS WEALTH MANAGEMENT, LLC with direct links to document and filing folders.

13F-HR File 028-22604

13F-HR filing

Filing date
29 Apr 2026
Reporting date
31 Mar 2026
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13F-HR/A File 028-22604

13F-HR/A filing

Filing date
19 Feb 2026
Reporting date
31 Dec 2025
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13F-HR File 028-22604

13F-HR filing

Filing date
06 Feb 2026
Reporting date
31 Dec 2025
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13F-HR File 028-22604

13F-HR filing

Filing date
07 Nov 2025
Reporting date
30 Sep 2025
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N-PX File 028-22604

N-PX filing

Filing date
27 Aug 2025
Reporting date
30 Jun 2025
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13F-HR File 028-22604

13F-HR filing

Filing date
28 Jul 2025
Reporting date
30 Jun 2025
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13F-HR File 028-22604

13F-HR filing

Filing date
30 Apr 2025
Reporting date
31 Mar 2025
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
24 Feb 2025
Reporting date
Not listed
SEC evidence
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13F-HR File 028-22604

13F-HR filing

Filing date
10 Feb 2025
Reporting date
31 Dec 2024
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13F-HR File 028-22604

13F-HR filing

Filing date
04 Nov 2024
Reporting date
30 Sep 2024
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N-PX File 028-22604

N-PX filing

Filing date
27 Aug 2024
Reporting date
30 Jun 2024
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13F-HR File 028-22604

13F-HR filing

Filing date
09 Aug 2024
Reporting date
30 Jun 2024
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13F-HR File 028-22604

13F-HR filing

Filing date
14 May 2024
Reporting date
31 Mar 2024
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SC 13G

SC 13G filing

Filing date
12 Feb 2024
Reporting date
Not listed
SEC evidence
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13F-HR File 028-22604

13F-HR filing

Filing date
06 Feb 2024
Reporting date
31 Dec 2023
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13F-HR File 028-22604

13F-HR filing

Filing date
14 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-22604

13F-HR filing

Filing date
08 Aug 2023
Reporting date
30 Jun 2023
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13F-HR File 028-22604

13F-HR filing

Filing date
03 May 2023
Reporting date
31 Mar 2023
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13F-HR/A File 028-22604

13F-HR/A filing

Filing date
16 Feb 2023
Reporting date
31 Dec 2022
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13F-HR File 028-22604

13F-HR filing

Filing date
14 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-22604

13F-HR filing

Filing date
14 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-22604

13F-HR filing

Filing date
11 Aug 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-22604

13F-HR filing

Filing date
11 Aug 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-22604

13F-HR filing

Filing date
11 Aug 2022
Reporting date
31 Dec 2021
SEC evidence
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About this filer

AXXCESS WEALTH MANAGEMENT, LLC files with the SEC under CIK 0001911056. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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